Filed October 27, 2014
Total covered: 120 employees
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,615 |
ENNIS, PELLUM & ASSOCIATES8 years Filed as: ENNIS, PELLUM & ASSOCIATES, CPAS Service code 10 · EIN 59-1843700 | Accounting | $20,362 |
NFP RETIREMENT INC1 year Service code 26 · EIN 33-0905143 | Advisory (Participants) | $7,703 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,877 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,759 | $71,516+17.1% | $98,439-14.9% | $71,457+17.2% |
| Participation rate | 95.2% | 72.7%+22.5pp | 75.2%+20.0pp | 67.9%+27.3pp |
| Annual return | 8.22% | 32.41%-24.2pp | 21.16%-12.9pp | 28.85%-20.6pp |
| Employer contribution / active EE | $3,165 | $2,399+32.0% | $3,048+3.9% | $2,588+22.3% |
| Participant deferral / active EE | $5,450 | $4,109+32.6% | $4,738+15.0% | $4,289+27.1% |
| Admin fee / account holder | $190 | $1,675-88.7% | $8,948-97.9% | $1,587-88.0% |